Calls
4
John Darcy
CEO, SALT; Managing Partner, SkyBridge
Win Rate
75.0%
return
+1.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 21
$77803.80
+0.7%
Bitcoin is going through a maturation process as long-time libertarian holders sell and institutions, financial advisers, and family offices make it a core asset allocation. This is compressing volatility, and the migration of Bitcoin miners into AI compute is reducing hash rate and also compressing volatility. Darcy sees the volatility compression as healthy and views Bitcoin as a top hedge against government dysfunction in the US and beyond.
Crypto Assets
Long
Aug 21
$238.25
-0.6%
The US military spends about a trillion dollars annually but can run out of munitions after several months of conflict, so AI-driven reform of manufacturing and strategy could renew the Pentagon and be very bullish for American defense companies.
Thematic ETFs
Long
Aug 21
$81.06
+0.1%
Robotics is the next big theme, with crossover to AI, and major crypto venture firms are now raising funds that include AI and robotics. This makes robotics a hot investment area for the next decade.
Thematic ETFs
Long
Aug 21
$44.41
+4.5%
Powering both the Bitcoin and AI ecosystems requires an abundance of energy. That means more nuclear energy, more solar, and adding legacy energy sources to meet demand, supporting the energy sector as a core multi-year investment theme.
Thematic ETFs
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John Darcy has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: BTC, ITA, URA.
